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Verizon
VZ

Overview Fund Activity

1,988 hedge funds and large institutions have $140B invested in Verizon in 2016 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 830 increasing their positions, 808 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+105
Holders Change %
+5.58%
% of All Funds
49.77%
Holding in Top 10
226
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+13%
% of All Funds
5.66%
New
195
Increased
830
Reduced
808
Closed
58
Calls
$2.65B
Puts
$2.12B
Net Calls
+$527M
Net Calls Change
-$338M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$394M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$388M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$373M
4
Asset Management One
Asset Management One
Japan
+$351M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$290M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$808M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$482M
3
Boston Partners
Boston Partners
Massachusetts
-$462M
4
MTB
Mizuho Trust & Banking
Japan
-$346M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
1876
Quadrant Capital Management
New Jersey
$215K +$2.67K +50 +1%
MCM
1877
Marathon Capital Management
Maryland
$214K -$4.79K -90 -2%
CCS
1878
Crosspoint Capital Strategies
California
$214K – – –
HA
1879
Hays Advisory
Tennessee
$214K +$214K +4,005 New
ORI
1880
Oak Ridge Investments
Illinois
$213K +$320 +6 +0.2%
ODG
1881
O'Dell Group
Ohio
$213K +$213K +3,985 New
WDL
1882
Well Done LLC
Michigan
$213K +$213K +3,987 New
JGUA
1883
John G. Ullman & Associates
New York
$212K +$212K +3,967 New
RIG
1884
Renaissance Investment Group
Massachusetts
$211K -$41.1K -770 -16%
APSP
1885
Asset Planning Services (Pennsylvania)
Pennsylvania
$211K -$5.33K -100 -2%
CAL
1886
Capital Advisors Ltd
Ohio
$211K +$4.16K +78 +2%
ALIONA
1887
Allianz Life Insurance of North America
Minnesota
$211K +$211K +3,950 New
MFS
1888
McNamara Financial Services
Massachusetts
$210K – – –
RW
1889
REDW Wealth
New Mexico
$210K +$210K +3,932 New
BL
1890
Balentine LLC
Georgia
$208K -$58.7K -1,097 -22%
TFF
1891
The Family Firm
Maryland
$208K +$208K +3,905 New
ECAM
1892
East Coast Asset Management
Massachusetts
$207K +$53 +1 +0%
KFS
1893
Kurt F. Somerville
$206K – – –
TCM
1894
Traynor Capital Management
Pennsylvania
$206K +$206K +4,189 New
LCM
1895
Leisure Capital Management
California
$205K +$205K +3,841 New
HCM
1896
Hilton Capital Management
New York
$204K -$12.7M -237,836 -98%
RIM
1897
Reliant Investment Management
Tennessee
$204K -$232K -4,354 -53%
FA
1898
Financial Advantage
Maryland
$204K +$204K +3,814 New
MWM
1899
Mascoma Wealth Management
New Hampshire
$204K +$204K +3,824 New
SI
1900
Scout Investments
Missouri
$204K +$204K +3,828 New
74 75
76
77 78